HBFBX Mutual Fund

HBFBX Mutual Fund

NAV$13.50
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Returns Overview

1 Month
+1.70%
3 Months
+4.10%
6 Months
+3.66%
YTD
+9.90%
1 Year
+14.39%
3 Years (annualized)
+8.93%
5 Years (annualized)
+5.45%
10 Years (annualized)
+5.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBFBX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
DJIA/Treasury Index
This Mutual Fund (YTD)
+9.90%
Peer Avg (YTD)
+6.28%
vs Peers
+3.61%

HBFBX Mutual Fund Performance

HBFBX performance across multiple time periods: 1-month 1.70%, YTD 9.90%, 1-year 14.39%, 3-year 8.93%, 5-year 5.45%, 10-year 5.17%.

HBFBX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.88%, investors should weigh costs against performance when evaluating this mutual fund.

HBFBX vs another fund shows side-by-side returns. HBFBX alternatives are available in the Mutual Fund Screener.